Boise Cascad Llc (BCC)vsUfp Industries Inc (UFPI)
BCC
Boise Cascad Llc
$72.76
-1.99%
BASIC MATERIALS · Cap: $2.56B
UFPI
Ufp Industries Inc
$83.86
-0.47%
BASIC MATERIALS · Cap: $4.74B
Smart Verdict
WallStSmart Research — data-driven comparison
Boise Cascad Llc generates 3% more annual revenue ($6.37B vs $6.19B). UFPI leads profitability with a 4.3% profit margin vs 1.7%. UFPI appears more attractively valued with a PEG of 2.67. UFPI earns a higher WallStSmart Score of 45/100 (D+).
BCC
Hold45
out of 100
Grade: D+
UFPI
Hold45
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+31.1%
Fair Value
$129.73
Current Price
$72.76
$56.97 discount
Margin of Safety
+17.8%
Fair Value
$140.40
Current Price
$83.86
$56.54 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Areas to Watch
ROE of 5.3% — below average capital efficiency
1.7% margin — thin
Operating margin of 1.9%
Expensive relative to growth rate
4.3% margin — thin
Operating margin of 4.3%
Expensive relative to growth rate
Revenue declined 8.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : BCC
The strongest argument for BCC centers on Price/Book.
Bull Case : UFPI
The strongest argument for UFPI centers on Altman Z-Score, Price/Book.
Bear Case : BCC
The primary concerns for BCC are Return on Equity, Profit Margin, Operating Margin. Thin 1.7% margins leave little buffer for downturns.
Bear Case : UFPI
The primary concerns for UFPI are Profit Margin, Operating Margin, PEG Ratio. Thin 4.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
UFPI carries more volatility with a beta of 1.29 — expect wider price swings.
BCC is growing revenue faster at -2.5% — sustainability is the question.
BCC generates stronger free cash flow (-56M), providing more financial flexibility.
Monitor LUMBER & WOOD PRODUCTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BCC scores higher overall (45/100 vs 45/100). UFPI offers better value entry with a 17.8% margin of safety. Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Boise Cascad Llc
BASIC MATERIALS · LUMBER & WOOD PRODUCTION · USA
Boise Cascade Company manufactures wood products and distributes building materials in the United States and Canada. The company is headquartered in Boise, Idaho.
Ufp Industries Inc
BASIC MATERIALS · LUMBER & WOOD PRODUCTION · USA
UFP Industries, Inc. designs, manufactures and markets wood and wood alternatives in North America, Europe, Asia and Australia. The company is headquartered in Grand Rapids, Michigan.
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